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Tate Wealth Management Seminars

At Tate Wealth Management, we hold informational seminars for our clients and the greater community that feature information on specific topics such as annuities and retirement income strategies. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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Meet Stacey Tate

Stacey L. Tate, CFP® professional, is president and CEO of Tate Wealth Management. A well-known financial planner in the Dallas-Fort Worth area, she has been helping residents plan their retirement for more than 15 years.

Learn more about Stacey
Educational Seminars

We hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management.


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Our Financial Services

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case. We are committed to earning your trust and thoroughly understanding your goals and dreams.


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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Brookstone Capital Management LLC (BCM), an SEC Registered Investment Adviser. Tate Wealth Management, LLC and BCM are independent.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.